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FSB Premier Wealth Management’s State Street SPDR Portfolio High Yield Bond ETF SPHY Stock Holding History

FSB Premier Wealth Management’s Portfolio SPHY Stock Details SPHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$285K Sell
12,152
-201
-2% -$4.71K 0.08% 210
2026
Q1 		$288K Buy
12,353
+17
+0.1% +$401 0.09% 201
2025
Q4 		$292K Buy
12,336
+120
+1% +$2.85K 0.09% 192
2025
Q3 		$292K Sell
12,216
-458
-4% -$10.9K 0.1% 183
2025
Q2 		$302K Sell
12,674
-10
-0.1% -$233 0.11% 173
2025
Q1 		$297K Sell
12,684
-6,557
-34% -$155K 0.12% 168
2024
Q4 		$452K Sell
19,241
-179
-0.9% -$4.25K 0.18% 131
2024
Q3 		$467K Sell
19,420
-252
-1% -$5.95K 0.19% 122
2024
Q2 		$457K Buy
19,672
+76
+0.4% +$1.76K 0.21% 113
2024
Q1 		$460K Buy
19,596
+2,202
+13% +$51.4K 0.21% 98
2023
Q4 		$407K Buy
17,394
+381
+2% +$8.61K 0.2% 100
2023
Q3 		$381K Buy
17,013
+554
+3% +$12.6K 0.21% 97
2023
Q2 		$376K Sell
16,459
-76
-0.5% -$1.73K 0.2% 98
2023
Q1 		$380K Buy
16,535
+2,763
+20% +$62.9K 0.21% 95
2022
Q4 		$308K Sell
13,772
-504
-4% -$11.3K 0.17% 111
2022
Q3 		$311K Sell
14,276
-474
-3% -$10.9K 0.18% 108
2022
Q2 		$331K Sell
14,750
-487
-3% -$11.6K 0.18% 103
2022
Q1 		$370K Sell
15,237
-5,927
-28% -$151K 0.19% 98
2021
Q4 		$562K Buy
21,164
+539
+3% +$14.3K 0.23% 75
2021
Q3 		$552K Buy
20,625
+658
+3% +$17.6K 0.28% 68
2021
Q2 		$536K Sell
19,967
-428
-2% -$11.4K 0.27% 62
2021
Q1 		$541K Sell
20,395
-5,190
-20% -$138K 0.29% 63
2020
Q4 		$677K Buy
+25,585
New +$662K 0.36% 55

Other funds holding SPHY

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
IMPI
Ilmarinen Mutual Pension Insurance Helsinki, Finland $14.8B AUM 26% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $7.77B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

FSB Premier Wealth Management's SPHY Position: Q2 2026 in Review

FSB Premier Wealth Management reduced its State Street SPDR Portfolio High Yield Bond ETF (SPHY) stake by 1.6% in Q2 2026, selling an estimated $4.71K and leaving 12,152 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #210.

FSB Premier Wealth Management first reported a position in SPHY in Q4 2020 and has held it in 23 quarters since. The position peaked at $677K in Q4 2020. 558 funds tracked by Wall St. Rank hold SPHY as of Q2 2026.

  • FSB Premier Wealth Management held 12,152 shares of State Street SPDR Portfolio High Yield Bond ETF worth $285K as of Q2 2026.
  • FSB Premier Wealth Management sold 201 State Street SPDR Portfolio High Yield Bond ETF shares in Q2 2026, an estimated $4.71K.
  • State Street SPDR Portfolio High Yield Bond ETF made up 0.08% of FSB Premier Wealth Management's portfolio in Q2 2026, its #210 holding.
  • FSB Premier Wealth Management first reported a position in State Street SPDR Portfolio High Yield Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • FSB Premier Wealth Management's State Street SPDR Portfolio High Yield Bond ETF position peaked at $677K in Q4 2020.
  • 558 funds tracked by Wall St. Rank held State Street SPDR Portfolio High Yield Bond ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.